North Carolina Treasury Management Association
Organization summary
Type of Nonprofit
Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.
Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)
Donations to this organization are not tax deductible.
Summary charts: organization finances over time
Revenue $89.9k (2023)
Expenses $111k (2023)
Total Assets $216k (2023)
Total Liabilities $0 (2023)
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending June
2023
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $31,500 |
35.0%
|
| Program Services | $41,910 |
46.6%
|
| Investment Income | $21 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $216,063 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Tanya Kuznetsova (President) | $0 | $0 |
| Vishal Aluja (Vice President (To June '23)) | $0 | $0 |
| Lee Ann Mcdaniel (Treasurer) | $0 | $0 |
Document Links
990-EZ
Filed on April 15, 2024Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2022
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $22,325 |
34.7%
|
| Program Services | $37,040 |
57.5%
|
| Investment Income | $25 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $237,183 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Melissa Hylton (President) | $0 | $0 |
| Tanya Kuznetsova (Vice President) | $0 | $0 |
| Lee Ann Mcdaniel (Treasurer) | $0 | $0 |
Document Links
990-EZ
Filed on March 16, 2023Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2021
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $6,500 |
19.3%
|
| Program Services | $15,425 |
45.7%
|
| Investment Income | $17 |
0.1%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $201,921 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Steve Gobbo (President) | $0 | $0 |
| Melissa Hylton (President) | $0 | $0 |
| Tanya Kuznetsova (Vice President) | $0 | $0 |
Document Links
990-EZ
Filed on March 15, 2022Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2020
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $13,400 |
44.4%
|
| Program Services | $1,905 |
6.3%
|
| Investment Income | $23 |
0.1%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $205,280 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Steve Gobbo (President) | $0 | $0 |
| Melissa Hylton (Vice President) | $0 | $0 |
| Lee Ann Mcdaniel (Treasurer) | $0 | $0 |
Document Links
990-EZ
Filed on March 15, 2021Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2019
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $45,100 |
33.4%
|
| Program Services | $72,295 |
53.5%
|
| Investment Income | $21 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $210,096 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Steve Gobbo (President) | $0 | $0 |
| Melissa Hylton (Vice President) | $0 | $0 |
| Lee Ann Mcdaniel (Treasurer) | $0 | $0 |
Document Links
990-EZ
Filed on May 6, 2020Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2018
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $43,925 |
33.5%
|
| Program Services | $71,129 |
54.2%
|
| Investment Income | $10 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $180,093 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| John Miller (President) | $0 | $0 |
| Steve Gobbo (Vice President) | $0 | $0 |
| Lee Ann Mcdaniel (Treasurer) | $0 | $0 |
Document Links
990-EZ
Filed on May 9, 2019Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2017
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $21,000 |
38.9%
|
| Program Services | $12,315 |
22.8%
|
| Investment Income | $9 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $850 |
1.6%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $164,801 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Paula Montgomery (President) | $0 | $0 |
| Kim Shalewitz (Vice President) | $0 | $0 |
| Steve Vore (Treasurer) | $0 | $0 |
Document Links
990-EZ
Filed on May 15, 2018Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2016
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $36,250 |
28.0%
|
| Program Services | $72,035 |
55.6%
|
| Investment Income | $9 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $25 |
0.0%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $134,458 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Paula Montgomery (President) | $0 | $0 |
| Penny Mastin (Vice President (To Oct '15)) | $0 | $0 |
| Steve Vore (Secretary) | $0 | $0 |
Document Links
990-EZ
Filed on Sept. 21, 2016Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2015
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $40,250 |
29.6%
|
| Program Services | $70,008 |
51.5%
|
| Investment Income | $12 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $4,660 |
3.4%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $118,633 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Dana Freeman (President) | $0 | $0 |
| Paula Montgomery (Vice President) | $0 | $0 |
| Penny Mastin To Dec '15 (Treasurer) | $0 | $0 |
Document Links
990-EZ
Filed on Feb. 22, 2016Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2014
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $35,769 |
28.5%
|
| Program Services | $65,300 |
52.0%
|
| Investment Income | $17 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $100,414 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Brian Sullivan (President) | $0 | $0 |
| Dana Freeman (Vice President) | $0 | $0 |
| Paula Montgomery (Treasurer) | $0 | $0 |
Document Links
990-EZ
Filed on April 1, 2015Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2013
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $36,000 |
23.0%
|
| Program Services | $97,791 |
62.6%
|
| Investment Income | $25 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $130,218 | |
| Total Liabilities | $0 |
Document Links
990-EZ
Filed on March 20, 2014Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2012
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $32,250 |
22.0%
|
| Program Services | $88,290 |
60.4%
|
| Investment Income | $56 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $2,500 |
1.7%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $117,791 | |
| Total Liabilities | $0 |
Document Links
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2011
Extracted Financial Data
Extracted Financial Data from 990-EZ
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $33,950 |
24.0%
|
| Program Services | $81,770 |
57.7%
|
| Investment Income | $56 |
0.0%
|
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $3,778 |
2.7%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $96,240 | |
| Total Liabilities | $0 |
Document Links
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
About This Data
Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.
The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.
In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.
We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.